Angeles Wealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92K Hold
2,212
0.01% 361
2025
Q1
$91K Hold
2,212
0.01% 313
2024
Q4
$92.3K Buy
2,212
+56
+3% +$2.34K 0.01% 325
2024
Q3
$90K Buy
2,156
+59
+3% +$2.46K 0.01% 290
2024
Q2
$87.7K Buy
2,097
+203
+11% +$8.49K 0.01% 252
2024
Q1
$79.8K Buy
1,894
+110
+6% +$4.63K 0.01% 247
2023
Q4
$74.8K Buy
1,784
+141
+9% +$5.91K 0.01% 220
2023
Q3
$68.9K Buy
1,643
+68
+4% +$2.85K 0.01% 192
2023
Q2
$65.9K Buy
1,575
+166
+12% +$6.95K 0.01% 200
2023
Q1
$58.4K Buy
1,409
+53
+4% +$2.2K 0.01% 190
2022
Q4
$55.5K Buy
1,356
+166
+14% +$6.79K 0.01% 191
2022
Q3
$49K Sell
1,190
-11,894
-91% -$490K 0.01% 189
2022
Q2
$545K Sell
13,084
-10,916
-45% -$455K 0.11% 98
2022
Q1
$1.08M Buy
+24,000
New +$1.08M 0.2% 62